You can create an account from Designer or Manager. In Designer, when working on pipelines, every Snap that needs an account prompts you to create a new account or use an existing account. The accounts can be created in or used from:

• Your private project folder: This folder contains the pipelines that will use the account.
• Your Project Space’s shared folder: This folder is accessible to all the users that belong to the Project Space.
• The global shared folder: This folder is accessible to all the users within an organization in the SnapLogic instance.

Account Configuration

In Manager, you can navigate to the required folder and create an account in it (see Accounts). To create an account for Workday: 

1. Click Create, then select Workday > Workday Account or Workday > Workday Dynamic Account.

2. Supply an account label.

3. Supply the Username, Password, Host, Version, and Tenant for your Workday account. When using Workday Dynamic Account, you must specify the all the details except Version as expression properties referencing pipeline parameters.

   • Version must be a numeric value (no additional characters).

4. (Optional) Supply additional information on this account in the Notes field of the Info tab.
5. Click Apply.

The following is the screenshot of Workday Account:

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The following are the screenshots for the Pipeline Parameters and the Workday Dynamic Account:

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Overview

You must create Workday accounts to connect to Workday data sources that you want to use in your Pipelines.  See Accounts to learn more about SnapLogic Accounts.

Snap-Account Compatibility

Snaps in the Workday Snap Pack work with different accounts and protocols per the following table.

Configuring Workday Accounts

You can configure your Workday accounts in SnapLogic using either the Designer or Manager.

Using SnapLogic Designer

Drag a Workday Snap to the Canvas, then click the Snap to open the Settings dialog. Click the Account tab. You can now either use an existing account or create a new one.

Selecting an existing account

SnapLogic organizes and displays all accounts to which you have access, sorting them by account type and location. To select an existing account:

1. Click Image Added to view the accounts to which you have access and select the account that you want to use. 
2. Click Image Added to save the Account settings.

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Creating an account

1. Click Add Account in the Account Reference dialog.
2. Select the Location in which you want to create the account, then select the account type, and click Continue. The Add Account dialog associated with the account type appears.
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3. Enter the required account details. For detailed guidance on how to provide information associated with each account type, use the following links:

   Child pages (Children Display)

   Info
   Enter additional information on this account in the Notes field of the Info tab. This information may help other users, especially if there are already multiple accounts of the same type.

   
   

4. Click Validate to verify the account.
5. Click Apply to complete configuring the Workday account.

Using SnapLogic Manager

Use Manager to create accounts without associating them immediately with Pipelines.

1. In the left pane, browse to the project in which you want to create the account and click Create > Account > Workday, followed by the appropriate account type.
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   The Create Account dialog associated with the selected account type appears. 
   
2. Repeat the steps 3 through 5 listed in the Creating an account section, to set up the account.
   

See Also

• Accounts in SnapLogic